Discretionary investment management is our flagship service, where you can enjoy the peace of mind that your investment portfolio is managed by professionals. It is ideally suited to those who have little time and/or expertise to manage their own investments.
Under this service, you delegate the selection, monitoring and changing of the investment portfolio to us. It is our unwavering duty to act in your best interest and manage the investments in a way that will help you achieve your goals.
As part of Raymond James, we do not have any in-house investments, meaning no conflicts of interest which allows us to put clients’ interests at the heart of what we do. We have the freedom to choose investments from across the board. We can invest in direct shares, bonds and funds to build well-diversified portfolios that are truly bespoke.
Very often we look after families, and we can tailor portfolios to the different needs of different generations.